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Insightful market commentary from a fresh perspective.
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9.8.14: Dollar Strength – What’s The End Game ?

September 8, 2014 Brian Gilmartin Leave a comment

I do wish there was a better way to track or trade the US dollar, but for the last few…

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Posted in: Consumer Discretionary, Consumer Staples, Industrials, UUP

9.7.14: SP 500 Weekly Earnings Update: Q3 ’14 Earnings Revisions Return to Normal

September 7, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week in Earnings, the forward 4-quarter estimate for the SP 500 rose to $126.34 this past…

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Posted in: BA, BAC, Consumer Staples, Earnings, Earnings estimate revisions, Financial sector, HON, Industrials, Sector Earnings Growth Estimates, UTX, VZ, Weekly Earnings Update

9.4.13: Chart of 10-Year Treasury Yield (TNX) – Tells You Everything

September 4, 2014 Brian Gilmartin Leave a comment

Hopefully readers can see the weekly chart of the 10-year Treasury Yield, from the TNX or the CBOE 10-Year Treasury…

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Posted in: Bond Market(s), interest rates, TBF - inverse Treasury, TNX

9.1.14: A Quick Look at the SP 500 by Sector Market Cap

September 2, 2014 Brian Gilmartin Leave a comment

As a former analyst, now portfolio manager, being a data geek goes hand-in-hand with assessing various market, sector and individual…

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Posted in: Financial sector, Financials, S&P 500, Sector Earnings Growth Estimates, Technology

8.29.14: SP 500 Weekly Earnings Update: Still Looking for $120 for full-year 2014 EPS

August 29, 2014 Brian Gilmartin Leave a comment

With 493 of the SP 500 having reported 2nd quarter earnings, the “forward 4-quarter” estimate slipped a whopping $0.05 this…

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Posted in: S&P 500, Sector Earnings Growth Estimates, SP 500 forecast(s), SP 500 Revenue Growth, TOL, Weekly Earnings Update

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